Whether you are investing on your own, through a Roth IRA or your company’s 401(k), the basic philosophy of investing is the same: there is a trade-off between risk and return. Join MITFCU Financial & Retirement Service’s financial planner Mark Porter, CFP®, CFA® for a discussion that will cover the basic building blocks of stocks and bonds as well as discuss the pros and cons of more complicated vehicles including mutual funds, ETFs, annuities, employee stock options and real estate. Click “continue reading” below for speaker bio.
Thursday, November 8th 4-5pm in Room 4-149
Light refreshments will be served!
As a financial planner, Mark is dedicated to serving the investment and financial needs of his clients by offering an objective financial planning approach using a wide variety of products and services. His goal is to build long-lasting relationships formed around trust and honest communication. Mark helps clients work toward their financial objectives by becoming their personal Chief Financial Officer and presenting clients with options and strategies to help accomplish what is important to them. Mark holds the Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 securities registrations through LPL Financial. As a registered representative of LPL Financial, he has experience in Retirement Planning, Wealth Management, Advanced Estate Planning, Tax Management, Education Planning, and Qualified Plans. As a CFP® and CFA®, Mark holds two of the more prestigious designations in the world of financial planning and asset management and is dedicated to being an ongoing student of the Financial Planning industry. He received a BA from MIT Sloan School of Management.